Pinnacle Wealth Management Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $255K | Sell |
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|
2025
Q3 | $294K | Sell |
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|
2025
Q2 | $482K | Sell |
|
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|
2025
Q1 | $627K | Sell |
|
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|
2024
Q4 | $1.15M | Sell |
|
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.56M | Buy |
|
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|
2024
Q1 | $1.69M | Sell |
|
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|
2023
Q4 | $1.81M | Sell |
|
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|
2023
Q3 | $1.97M | Sell |
|
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|
2023
Q2 | $2.29M | Sell |
|
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $2.34M | Sell |
|
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.6M | Sell |
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|
2022
Q1 | $3.17M | Sell |
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|
2021
Q4 | $3.27M | Sell |
|
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|
2021
Q3 | $2.85M | Sell |
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|
2021
Q2 | $3.31M | Buy |
|